Best Investors Account Sign in
Inactive

Jessica Weathers Kirwin

Kirwin Financial LLC

Issaquah, WA

Issaquah, WA

CRD 6773663

Claim This Profile
Employer firm

Kirwin Financial LLC CRD 314561

$1.61M regulatory AUM 16 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Kirwin Financial Llc

371 Ne Gilman Blvd Suite 160, Issaquah, WA 98027 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-07-06
  • WA RA
    APPROVED
    Since 2021-07-06

Branch Locations

371 Ne Gilman Blvd Suite 160, Issaquah, WA 98027 • United States

Issaquah, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allison Spielman Advisors Bellevue WA 03/2017 03/2021
Creative Money Llc Seattle WA 01/2016 10/2016
Unemployed Issaquah WA 11/2016 02/2017
Kirwin Financial Llc Issaquah WA 04/2021 Present
  • 03/2017 → 03/2021
    Allison Spielman Advisors
    Bellevue, WA
  • 01/2016 → 10/2016
    Creative Money Llc
    Seattle, WA
  • 11/2016 → 02/2017
    Unemployed
    Issaquah, WA
  • 04/2021 → Present
    Kirwin Financial Llc
    Issaquah, WA
Previous Registrations
  • 2017-03-28 → 2021-11-03
    Allison Spielman Advisors, Llc
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-17
  • S65 Uniform Investment Adviser Law Examination
    2017-01-17
Other Names
  • Jessica Lynn Weathers

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

LUCA OMAR PROCEL
GEORGE WATKINS ROBERTSON
PAUL KETCHUM

Nearby Offices

OSAIC WEALTH, INC. · ISSAQUAH, WA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ISSAQUAH, WA
J.P. MORGAN SECURITIES LLC · ISSAQUAH, WA

More in Issaquah, WA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor